1y return+16.0%S&P 500 +20.9%
3y return+38.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $121 against $165 in the S&P 500.2
Almanack Investment Partners, LLC.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GDMAEa Series Trust | $191.4M | 24.4% | +3.7% |
| VZVerizon Communications Inc | $40.3M | 5.1% | +1.7% |
| SGOLEtfs Gold Tr | $40.2M | 5.1% | +5.4% |
| SGOVIshares Tr | $28.6M | 3.6% | −17.2% |
| VTIVanguard Index Fds | $23.6M | 3.0% | +5.7% |
| FNDESchwab Strategic Tr | $22.3M | 2.8% | −21.2% |
| SCHXSchwab Strategic Tr | $17.1M | 2.2% | −32.1% |
| BAIBlackrock Etf Trust | $16.2M | 2.1% | New |
| GRIDFirst Tr Exchange-traded Fd | $13.6M | 1.7% | New |
| DXJWisdomtree Tr | $12.0M | 1.5% | −9.9% |
| NVDANvidia Corporation | $10.9M | 1.4% | +128.4% |
| VTIPVanguard Malvern Fds | $9.8M | 1.2% | +174.5% |
| BOXXEa Series Trust | $9.7M | 1.2% | +559.4% |
| AAPLApple Inc | $9.2M | 1.2% | +89.8% |
| DRAMRoundhill Etf Trust | $8.6M | 1.1% | New |
| GOOGLAlphabet Inc | $8.3M | 1.1% | +162.1% |
| PICKIshares Inc | $7.8M | 1.0% | −44.8% |
| SPYState Str Spdr S&p 500 Etf T | $7.7M | 1.0% | +46.4% |
| GOOGAlphabet Inc | $7.4M | 0.9% | +213.9% |
| MSFTMicrosoft Corp | $7.0M | 0.9% | +132.5% |
| SCHGSchwab Strategic Tr | $6.8M | 0.9% | −55.2% |
| AMZNAmazon Com Inc | $6.6M | 0.8% | +210.6% |
| AVGOBroadcom Inc | $6.0M | 0.8% | +1422.6% |
| MLPAGlobal X Fds | $5.7M | 0.7% | |
| DUSTDirexion Shares Etf Trust | $5.7M | 0.7% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $10.9M |
| AMDAdvanced Micro Devices Inc | September 30, 2021 | +464.5% | $4.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $8.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $7.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $9.2M |
| PLTRPalantir Technologies Inc | September 30, 2024 | +213.6% | $3.5M |
| URBNUrban Outfitters Inc | December 31, 2022 | +197.1% | $4.6M |
| DXJWisdomtree Tr | September 30, 2022 | +181.3% | $12.0M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $3.1M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $5.5M |
Sold off last quarter
- FEZSpdr Index Shs Fds was $10.2M
- CTASimplify Exchange Traded Fun was $2.6M
- RINGIshares Inc was $2.6M
- BWZSpdr Series Trust was $2.2M
- SIVRAbrdn Silver Etf Trust was $1.7M
- XLCSelect Sector Spdr Tr was $1.1M
- GNRSpdr Index Shs Fds was $1.1M
- SOXQInvesco Exch Traded Fd Tr II was $1.0M
- ZROZPimco Etf Tr was $985K
- EMLCVaneck Etf Trust was $965K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.2% | +14.8% |
| March 31, 2026 | +3.2% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | +0.6% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +3.3% | +11.2% |
| September 30, 2023 | −0.8% | −3.6% |
| June 30, 2023 | +1.7% | +8.3% |
| March 31, 2023 | +2.0% | +7.0% |
| December 31, 2022 | +0.3% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −10.7% | −16.5% |
| December 31, 2021 | +3.7% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Almanack Investment Partners, LLC. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1680613&type=13F-HR&dateb=&owner=include&count=40CIK 1680613
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1680613/000168061326000004/Filed July 30, 2026 · accession 0001680613-26-000004